Plan Group Financial, LLC Dimensional ETF Tr Transaction History

Plan Group Financial, LLC

  • $152 Million
  • Q1 2024

A detailed history of Plan Group Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Plan Group Financial, LLC holds 248,596 shares of DFAI stock, worth $7.41 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares
248,596
Previous 218,016 14.03%
Holding current value
$7.41 Million
Previous $6.24 Million 20.33%
% of portfolio
4.95%
Previous 5.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$27.74 - $30.27 $848,289 - $925,656
30,580 Added 14.03%
248,596 $7.51 Million
Q4 2023

Jan 29, 2024
SELL
$24.88 - $28.69 $6.56 Million - $7.56 Million
-263,573 Reduced 54.73%
218,016 $6.24 Million
Q3 2023

Nov 13, 2023
SELL
$26.0 - $28.17 $2.69 Million - $2.91 Million
-103,313 Reduced 17.66%
481,589 $12.6 Million
Q2 2023

Aug 10, 2023
BUY
$26.46 - $28.05 $15.5 Million - $16.4 Million
584,902 New
584,902 $16 Million

Others Institutions Holding DFAI

# of Institutions
489
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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